iShares Russell 1000 Index shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $953k | 2.6k | 365.44 |
| 2025-06-30 | $910k | 2.7k | 339.62 |
| 2025-03-31 | $824k | 2.7k | 306.74 |
| 2024-12-31 | $812k | 2.5k | 322.16 |
| 2024-09-30 | $820k | 2.6k | 314.39 |
| 2024-06-30 | $776k | 2.6k | 297.54 |
| 2024-03-31 | $364k | 1.3k | 288.03 |
| 2022-03-31 | $320k | 1.3k | 250.00 |
| 2021-12-31 | $338k | 1.3k | 264.06 |
| 2021-09-30 | $309k | 1.3k | 241.41 |
| 2021-06-30 | $356k | 1.5k | 242.18 |
| 2021-03-31 | $349k | 1.6k | 223.72 |
| 2020-12-31 | $394k | 1.9k | 211.83 |
More positions owned by Tradition Wealth Management
View all positions for Tradition Wealth Management